We are live on ! Find out more

1,181 hedge funds and large institutions have $23.3B invested in Aflac in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 406 increasing their positions, 428 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

27% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 71

0.7% more ownership

Funds ownership: 65.13%65.83% (+0.7%)

1% more capital invested

Capital invested by funds: $23.2B → $23.3B (+$159M)

1% more funds holding

Funds holding: 1,1731,181 (+8)

5% less repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 428

12% less call options, than puts

Call options by funds: $233M | Put options by funds: $264M

Holders
1,181
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
20.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
90
Increased
406
Reduced
428
Closed
71
Calls
$233M
Puts
$264M
Net Calls
-$31.8M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
951
Keel Point
Alabama
$219K +$229K +3,897 New
ST
952
Spinnaker Trust
Maine
$217K -$1.18K -20 -0.5%
GRP
953
Global Retirement Partners
California
$216K +$4.06K +69 +2%
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$215K
NB
955
Nicolet Bankshares
Wisconsin
$214K
WW
956
Waterfront Wealth
Kansas
$213K +$199K +3,380 New
MIM
957
Moseley Investment Management
Florida
$213K +$224K +3,799 New
APP
958
Alpha Paradigm Partners
Illinois
$212K -$129K -2,199 -37%
FMB
959
Field & Main Bank
Kentucky
$211K -$5K -85 -2%
NSB
960
Norway Savings Bank
Maine
$211K
IAA
961
Ironsides Asset Advisors
North Carolina
$210K
AWE
962
Avidian Wealth Enterprises
Texas
$210K +$824 +14 +0.4%
MIC
963
Means Investment Company
Maine
$209K +$219K +3,724 New
FMWA
964
Forvis Mazars Wealth Advisors
Missouri
$207K -$72.4K -1,231 -25%
AFC
965
AFT Forsyth & Company
Florida
$207K
Federated Hermes
966
Federated Hermes
Pennsylvania
$206K -$9.65K -164 -4%
ZIG
967
Zullo Investment Group
Pennsylvania
$206K
NAS
968
Nicolet Advisory Services
Wisconsin
$206K +$209K +3,545 New
AWM
969
Axxcess Wealth Management
California
$206K +$216K +3,667 New
RZH
970
Relyea Zuckerberg Hanson
Connecticut
$206K +$216K +3,668 New
SC
971
Schoolcraft Capital
Colorado
$206K
APW
972
Acima Private Wealth
Virginia
$204K
IAIM
973
Industrial Alliance Investment Management
Quebec, Canada
$204K +$213K +3,626 New
CCM
974
Carlson Capital Management
Minnesota
$204K +$214K +3,632 New
KFI
975
Key Financial Inc
Pennsylvania
$203K +$118 +2 +0.1%